SWA
MRSH

Sutton Wealth Advisors’s Marsh MRSH Stock Holding History

Sutton Wealth Advisors’s Portfolio MRSH Stock Details MRSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$37.1K Buy
195
+17
+10% +$3.26K 0.02% 269
2023
Q2 		$33.5K Hold
178
– – 0.02% 278
2023
Q1 		$29.6K Sell
178
-2,507
-93% -$418K 0.02% 258
2022
Q4 		$444K Sell
2,685
-16
-0.6% -$2.62K 0.17% 93
2022
Q3 		$403K Buy
2,701
+39
+1% +$6.26K 0.16% 93
2022
Q2 		$413K Buy
2,662
+3
+0.1% +$481 0.16% 92
2022
Q1 		$453K Buy
2,659
+16
+0.6% +$2.52K 0.16% 94
2021
Q4 		$459K Sell
2,643
-14
-0.5% -$2.33K 0.15% 96
2021
Q3 		$402K Buy
2,657
+1
+0% +$151 0.15% 105
2021
Q2 		$374K Hold
2,656
– – 0.14% 116
2021
Q1 		$324K Sell
2,656
-15
-0.6% -$1.73K 0.13% 119
2020
Q4 		$313K Buy
2,671
+15
+0.6% +$1.7K 0.13% 120
2020
Q3 		$305K Hold
2,656
– – 0.15% 108
2020
Q2 		$285K Buy
2,656
+46
+2% +$4.66K 0.15% 106
2020
Q1 		$226K Buy
2,610
+15
+0.6% +$1.6K 0.14% 117
2019
Q4 		$289K Hold
2,595
– – 0.15% 113
2019
Q3 		$260K Hold
2,595
– – 0.14% 117
2019
Q2 		$259K Hold
2,595
– – 0.15% 115
2019
Q1 		$244K Hold
2,595
– – 0.14% 114
2018
Q4 		$207K Hold
2,595
– – 0.13% 122
2018
Q3 		$215K Hold
2,595
– – 0.14% 120
2018
Q2 		$213K Hold
2,595
– – 0.15% 117
2018
Q1 		$214K Hold
2,595
– – 0.15% 118
2017
Q4 		$211K Sell
2,595
-3
-0.1% -$249 0.15% 120
2017
Q3 		$218K Hold
2,598
– – 0.17% 106
2017
Q2 		$203K Hold
2,598
– – 0.16% 112
2017
Q1 		$192K Hold
2,598
– – 0.16% 108
2016
Q4 		$176K Hold
2,598
– – 0.16% 111
2016
Q3 		$175K Hold
2,598
– – 0.16% 106
2016
Q2 		$178K Hold
2,598
– – 0.17% 101
2016
Q1 		$158K Buy
+2,598
New +$145K 0.15% 119

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sutton Wealth Advisors's MRSH Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Marsh (MRSH) stake by 9.6% in Q3 2023, buying an estimated $3.26K and bringing the position to 195 shares worth $37.1K. The position accounts for 0.02% of the portfolio, ranked #269.

Sutton Wealth Advisors first reported a position in MRSH in Q1 2016 and has held it in 31 quarters since. The position peaked at $459K in Q4 2021. 1,289 funds tracked by Wall St. Rank hold MRSH as of Q3 2023.

  • Sutton Wealth Advisors held 195 shares of Marsh worth $37.1K as of Q3 2023.
  • Sutton Wealth Advisors bought 17 Marsh shares in Q3 2023, an estimated $3.26K.
  • Marsh made up 0.02% of Sutton Wealth Advisors's portfolio in Q3 2023, its #269 holding.
  • Sutton Wealth Advisors first reported a position in Marsh in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Marsh position peaked at $459K in Q4 2021.
  • 1,289 funds tracked by Wall St. Rank held Marsh as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.